+66.5%
PANW vs AMRZ
-20.3%
+86.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.0% |
| 7D | +2.0% | -8.1% | +10.1% | +2.2% |
| 30D | -11.8% | -14.8% | +3.0% | -11.4% |
| 3M | +28.6% | -19.7% | +48.3% | +29.1% |
| 6M | +104.4% | -30.8% | +135.2% | +104.6% |
| YTD | +83.8% | -24.3% | +108.1% | +81.4% |
| 1Y | +71.5% | -24.0% | +95.6% | +68.1% |
| All | +66.5% | -20.3% | +86.8% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AMRZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling